Tag Archives: Norton E. Stern


Helping Families Through Estate Planning with Norton Stern

Have you ever heard estate planning success stories?

In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns. 

In this episode, you will learn:

  • Reasons to work with a fiduciary advisor
  • The pros and cons of having an institutional vs. known trustee 
  • Stories of estate planning successes
  • How often to review your trust

Tune in now to hear estate planning successes!

Resources:  Synergy Capital Solutions | hello@synergycapitalsolutions.com


COVID-19 And The Markets: A Historical Perspective – With Norton E. Stern

The coronavirus pandemic is a unique crisis not only to the medical community but also to the investment community.

But this isn’t the first time an unexpected event has rocked the investment world.  

To help put the current pandemic into perspective, David Vallieres is joined by Norton E. Stern for today’s insight-filled episode. With 50 years of investment experience, Norton shares his experience with past market events and how he’s helped guide investors through the unexpected.

In this episode, you’ll learn:

  • How a plan can help you overcome uncertainty
  • How past events have impacted the global economy 
  • What Norton has learned about the economy over the past 50 years
  • And more!

Join David and Norton now to gain a new perspective on the COVID-19 crisis and our economy!

Resources:  hello@synergycapitalsolutions.comSynergy Capital Solutions | Your Financial Plan-It Podcast